Genovo iO New Features & Updates Webinar
Learn all about our integration with iO – it’s a game changer!
Following the release of phase III of our integration with Intelligent Office (iO), the back office software from Intelliflo, Kate Ball, our Head of Customer Success will be hosting a webinar on Tuesday 14th May at 10am to showcase the full extent of the recently extended integration.
During the 20 minute webinar Kate will demonstrate how, with a single click, you can add and refresh any of the following data within a report created within Genovo:
- Client data;
- Investment, pension and protection plan data;
- Mortgage plan data; and following the recent update
- The underlying funds / equities (holdings) of a plan.
To reserve your seat please fill out the form to the right and someone from our team will be touch shortly.
We hope you can join Kate on the day, but if you can’t, feel free to register and we’ll send you a recording of the webinar.
Book your place on the webinar